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Jeffrey Kilgore

Wells Fargo Clearing Services, LLC

Williamsville, NY

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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-09-28
  • NY RA
    APPROVED
    Since 2021-09-28

Branch Locations

6390 Main St, Ste 100, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Russel's Steaks And More Williamsville NY 10/2017 05/2018
Alliance Advisory Group Buffalo NY 07/2017 10/2017
New York Life Williamsville NY 04/2017 07/2017
M&T Bank Williamsville NY 06/2016 04/2017
Citizens Securities, Inc East Amherst NY 05/2018 09/2021
Citizens Bank East Amherst NY 05/2018 09/2021
Wells Fargo Clearing Buffalo NY 09/2021 Present
  • 10/2017 → 05/2018
    Russel's Steaks And More
    Williamsville, NY
  • 07/2017 → 10/2017
    Alliance Advisory Group
    Buffalo, NY
  • 04/2017 → 07/2017
    New York Life
    Williamsville, NY
  • 06/2016 → 04/2017
    M&T Bank
    Williamsville, NY
  • 05/2018 → 09/2021
    Citizens Securities, Inc
    East Amherst, NY
  • 05/2018 → 09/2021
    Citizens Bank
    East Amherst, NY
  • 09/2021 → Present
    Wells Fargo Clearing
    Buffalo, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-09
S63 Uniform Securities Agent State Law Examination 2018-08-06
  • S65 Uniform Investment Adviser Law Examination
    2019-12-09
  • S63 Uniform Securities Agent State Law Examination
    2018-08-06
Other Names
  • Jeff Kilgore

View on SEC IAPD

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OSAIC WEALTH, INC. · WILLIAMSVILLE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILLIAMSVILLE, NY
RABENOLD ADVISORS, INC. · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
CETERA INVESTMENT ADVISERS LLC · WILLIAMSVILLE, NY
LPL FINANCIAL LLC · WILLIAMSVILLE, NY
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